Business Details
26 Years
experience
Your Trusted Partner for Investment Management Solutions
Managed Asset Portfolios is an independent SEC-registered investment advisory firm specializing in global value investing. Founded in 2000 as a single-family office for a prominent North American family, we expanded to serve external clients in 2001. Our team has worked collaboratively for over 25 years, delivering disciplined investment strategies focused on capital preservation and long-term appreciation. We prioritize global opportunities across market capitalizations, leveraging a proprietary process combining fundamental analysis with thematic macro insights.Our client-centric approach emphasizes transparency, alignment of interests through co-investment, and risk-adjusted returns tailored to individual client needs. With a proven track record recognized by industry awards, we maintain independence from institutional affiliations to ensure unbiased decision-making. Our operations are supported by a dedicated team across investment management, client services, and compliance functions.
Services
Global Equity Management
U.S. Multi-Cap Value
Portfolio Diversification
Wealth Preservation Strategies
Institutional Investment Solutions
Client-Centric Portfolio Management
Market Risk Analysis
Catalyst-Driven Investing
SEC-Registered Advisory Services
Global Value Portfolios
Details
- Year established: 2000
Highlights and features
- We offer 25+ years of continuous team experience in value investing
- Our proprietary process combines fundamental analysis with macroeconomic insights
- We maintain independence from institutional affiliations for unbiased decisions
- Our team invests alongside clients, aligning interests through co-investment
- We provide transparent reporting with no hidden fees or complex structures
Associations and certifications
- Global Investment Performance Standards (GIPS)
Services
Global Equity Management
Our global equity strategies seek undervalued companies worldwide through bottom-up analysis. We identify securities trading below intrinsic value with catalysts for realization, maintaining concentrated positions while avoiding benchmark constraints. This approach aims to deliver superior risk-adjusted returns through market cycles by focusing on fundamental value and macroeconomic trends.
U.S. Multi-Cap Value
This strategy targets undervalued U.S. companies across market capitalizations. We employ rigorous fundamental analysis to identify businesses with strong balance sheets and earnings potential trading below intrinsic value. Our approach combines bottom-up security selection with macroeconomic insights to capitalize on market dislocations while maintaining downside protection during market downturns.
Portfolio Diversification
We implement strategic diversification across sectors and geographies while maintaining concentrated positions in highest-conviction ideas. Our approach balances risk through thematic overlays and catalyst analysis, avoiding value traps by focusing on companies with clear paths to value realization. This creates portfolios that preserve capital during downturns while capturing market upside.
Institutional Investment Solutions
We provide tailored solutions for institutional clients through separately managed accounts. Our services include portfolio construction, risk assessment, and performance reporting aligned with specific client objectives. With SEC registration and GIPS compliance, we combine institutional-grade processes with personalized service and transparent fee structures.
Client-Centric Portfolio Management
Our approach begins with understanding client-specific needs including risk tolerance, time horizons, and liquidity requirements. We develop customized investment programs that evolve with changing circumstances, maintaining open communication throughout implementation and ongoing evaluation. This ensures portfolios remain aligned with client goals while leveraging our global value expertise.
People
Michael Dzialo
President & Chief Investment Officer
With 37+ years of experience, Michael founded MAP in 2000 after leadership roles at OLDE Financial and H&R Block. He directs investment strategy and team development, combining entrepreneurial vision with deep market expertise.
Karen Culver
Senior Portfolio Manager
Karen has 33+ years of investment experience, focusing on healthcare and consumer sectors. She joined MAP in 2001 after a decade at a NYSE firm, applying rigorous financial analysis to global equity selection and portfolio construction.
Peter Swan
Portfolio Manager, International Equities
With 31+ years in financial analysis, Pete specializes in international markets. He joined MAP in 2002 after roles at Pacific Growth Equities and OLDE Financial, bringing expertise in global capital markets and equity research.
Thomas Fitzgerald
Chief Compliance Officer
Tom has 35+ years in finance, including SEC enforcement experience. He oversees compliance and serves as Chicago-area client liaison, combining legal expertise with investment advisory services to ensure regulatory adherence and client satisfaction.
Zachary Fellows
Portfolio Manager
Zack brings 10+ years of analytical expertise to MAP. A CFA charterholder, he focuses on company and sector analysis after prior industry experience in retail and automotive sectors, contributing to investment decision-making.
Questions
What investment strategies do you offer?
We provide five strategies: Global Equity, Global Equity Ex-Options, U.S. Multi-Cap Value, Global Balanced, and Enhanced Income, focusing on value opportunities across global markets.
How does your investment process work?
Our process combines bottom-up fundamental analysis with thematic macro insights, identifying undervalued securities with catalysts for value realization while maintaining benchmark independence.
Are you SEC-registered?
Yes, we are registered with the U.S. Securities and Exchange Commission as an investment advisor since 2001.
How does your team maintain continuity?
Our core portfolio management team has worked together for over 25 years, with key personnel retention incentives through independent ownership structure.
What distinguishes your approach from competitors?
We focus on catalyst-driven value investing without benchmark constraints, maintaining concentrated portfolios that emphasize downside protection and secular growth opportunities.
How are client relationships managed?
We provide personalized service through dedicated client relations managers, with transparent communication and co-investment alignment between clients and portfolio managers.
